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SPMIX vs VIMAX
SPMIX vs VIMAX Comparison
Open Charts SPMIX vs VIMAX
Shelton S&P Midcap Index Investor
Price$27.04
Change+$0.52 (+1.96%)
VolumeN/A
Net Assets111.24M
Vanguard Mid Cap Index Admiral
Price$367.56
Change+$4.69 (+1.29%)
VolumeN/A
Net Assets198.74B
SPMIX vs VIMAX Comparison Chart in %
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SPMIX vs. VIMAX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMIX is a Buy and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SPMIX (111M). VIMAX pays higher dividends than SPMIX: VIMAX (1.48) vs SPMIX (0.85). SPMIX was incepted earlier than VIMAX: SPMIX (34 years) vs VIMAX (24 years). SPMIX (0.63) is less costly to investors than VIMAX (0.05). VIMAX is a more actively managed with annual turnover of: 16.00 vs. SPMIX (12.00). SPMIX has a lower initial minimum investment than VIMAX: SPMIX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 8.25 vs. SPMIX (4.54). VIMAX return over 5 years is better than : 38.87 vs. SPMIX (5.17).
| SPMIX | VIMAX | SPMIX / VIMAX | |
| Total Expense Ratio | 0.63 | 0.05 | 1,260% |
| Annual Report Gross Expense Ratio | 0.63 | 0.05 | 1,260% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 5.051 | 2.282 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 199B | 0% |
| Annual Yield % from dividends | 0.85 | 1.48 | 57% |
| Returns for 1 year | 4.54 | 8.25 | 55% |
| Returns for 3 years | 9.36 | 34.04 | 27% |
| Returns for 5 years | 5.17 | 38.87 | 13% |
| Returns for 10 years | 35.46 | 180.56 | 20% |
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